Calendar Types
There are 5 types of calendars in the CRM and they each have a unique purpose.
Go to Settings >> Calendars then click Create Calendar or
Calendars >> Calendar Settings then click Create Calendar
Service Calendar
A Service Calendar is a tailored calendar type created to simplify the scheduling process of service-based businesses. In this calendar type, users can create different services they offer, group them together by categories, and display all of them in one single scheduling link - the Service Menu.
These calendars seamlessly integrate with your staff's availability, allowing you to configure your team members, assign services to specific groups, set the service duration and accept payments from customers during the booking process.
CLICK HERE FOR HOW TO SET THIS UP
Simple Calendar
The name is misleading. This is the original calendar and doesn't include many of the new features.
STRONGLY DISCOURAGE the use of the Simple Calendar. Use at your own risk.
Round Robin
This is the calendar you will use for one to one style meetings offering flexibility for invitees to choose a time with any available team member. Ideal for:
1. Linking leads with sales reps for intro calls and demos.
2. Pairing new customers with the client services team for onboarding and training.
3. Matching existing customers with a support team member.
4. Pairing candidates with recruiters for phone screenings.
You may set up one event type linked to many users. When a lead goes to book an appointment, they will be matched with the user that has the earlier availability.
CLICK HERE FOR HOW TO SET THIS UP
Class Booking
Class Calendars are designed to manage one-to-many events where multiple invitees can attend a single booking. These calendars are ideal for webinars, workshops, training sessions, and sports events. In a Class Calendar, there can only be one appointment owner, typically the trainer or host. The number of spots per slot can be set, with a maximum limit of 9,999 attendees, though meeting location limitations do apply.
CLICK HERE FOR HOW TO SET THIS UP
Collective Booking
Collective Booking is a feature that enables scheduling meetings involving multiple team members simultaneously. It integrates individual team members' availability into a shared calendar, allowing for unified scheduling. This feature facilitates seamless group interactions, perfect for collaborative endeavors like sales calls, technical support, or group interviews.